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Monish Pabrai is doubling down on metallurgical coal stocks like Consol Energy, seeing them as contrarian investment opportunities. He distinguishes metallurgical coal's essential role in steel production from thermal coal, noting these companies trade at extremely low P/E ratios (e.g., 9 for CEIX) and are shareholder-friendly, suggesting significant cash flow generation for decades.
“Monish again doubling down on the metallurgical coal stocks... many of these companies are trading at extremely low PE ratios for instance Warrior Mech Co has a PE of just nine Console Energy is also at nine and Alpha metallurgical resources at 8.5.” — ▶ 12:00